BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,006 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,151 increasing their positions, 1,243 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
+79
Holders Change %
+2.7%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.79%
% of All Funds
8.08%
New
183
Increased
1,151
Reduced
1,243
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$139M

Top Buyers

1
State Street
State Street
Massachusetts
+$861M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$799M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$435M
4
Bank of America
Bank of America
North Carolina
+$273M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.28B
2
Capital International Investors
Capital International Investors
California
-$790M
3
Capital World Investors
Capital World Investors
California
-$661M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$616M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$604M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
2851
Monument Capital Management
Virginia
$215K +$215K +842 New
NEIRG
2852
New England Investment & Retirement Group
Massachusetts
$214K -$73.1K -286 -25%
WCA
2853
Westover Capital Advisors
Delaware
$214K +$214K +838 New
FSC
2854
Full Sail Capital
Oklahoma
$213K +$213K +810 New
NCM
2855
Narwhal Capital Management
Georgia
$212K -$128K -500 -38%
ECA
2856
Elevated Capital Advisors
Utah
$212K +$212K +792 New
PA
2857
Planning Alternatives
Michigan
$212K +$212K +830 New
TA
2858
TruWealth Advisors
Louisiana
$211K -$51.8K -203 -20%
HCM
2859
Hilton Capital Management
New York
$211K -$25.6K -100 -11%
IHWM
2860
Iron Horse Wealth Management
Iowa
$211K +$31.4K +123 +17%
WWA
2861
WC Walker & Associates
California
$211K +$211K +801 New
SCM
2862
Seascape Capital Management
New Hampshire
$210K +$210K +821 New
FM
2863
Foster & Motley
Ohio
$210K +$210K +822 New
PP
2864
PrairieView Partners
Minnesota
$209K +$2.3K +9 +1%
WLPWM
2865
Walled Lake Planning & Wealth Management
Illinois
$208K – – –
BFWA
2866
Benchmark Financial Wealth Advisors
Florida
$208K +$208K +815 New
JWM
2867
Jackson Wealth Management
Florida
$206K +$206K +805 New
GA
2868
Gateway Advisory
New Jersey
$206K +$206K +807 New
TA
2869
Townsend & Associates
Colorado
$206K +$206K +807 New
BCCM
2870
Bridge Creek Capital Management
Massachusetts
$205K +$205K +802 New
SWM
2871
Shakespeare Wealth Management
Wisconsin
$205K +$205K +803 New
PFA
2872
Plotkin Financial Advisors
Maryland
$204K +$204K +800 New
SPI
2873
Santori & Peters Inc
Pennsylvania
$204K -$299K -1,170 -59%
SC
2874
Shay Capital
New York
$204K +$204K +800 New
CCM
2875
Chiron Capital Management
Florida
$203K -$102K -400 -33%
113 114
115
116 117